Investment themes and opportunities 2021
As we start the year, we would like to share some of our expectations for markets, industries and the companies we invest in.  Our World
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Accelerating change and disruption: Lessons and Reflections from Investing during the Covid-19 Pandemic
Our approach of investing in quality and value for the long-term has allowed us to navigate this year from a position of strength. The pandemic
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The Conundrum of Negative Interest Rates: Generating Income and Return in an Unprecedented Era for Fixed Income
Negative interest rates have posed a conundrum for the global economy and the financial markets over the past.  They have provided economic stimulus and support
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Commentary
Fundamental Optimism for the Year Ahead
In our New Year’s greeting we wrote that farmer’s almanacs used to say that April is the cruellest month, and so it could be this
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Commentary
Annus Horribilis, Annus Mirabilis
Looking back at 2020, we have been struck by how the pandemic has accelerated the change and disruption we have seen over the past decade. 
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Commentary
Lincoln, Churchill, Zuckerberg ― Democracy and Elections in a Digital Age
“Elections belong to the people.  It’s their decision.  If they decide to turn their back on the fire and burn their behinds, then they will
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